Alternative Investments for High-Net-Worth Investors

By:  The Kay Properties Team

High-net-worth investors sometimes seek alternatives to investing in traditional asset classes like stocks and bonds. Real estate, in general, has historically been a good way for investors to diversify* their holdings with hard assets. Delaware Statutory Trusts (DSTs), Qualified Opportunity Zone Funds, and Real Estate Funds can provide investors with access to real estate investments that can potentially provide monthly distributions, zero management responsibility, diversification and tax benefits not always found with other investments.

For example, investors can place their money in a portfolio of income-producing, institutional-grade commercial real estate, that provide passive returns with no management responsibility that are either leveraged or debt-free, diversified based on geography and asset type, debt-free offerings that have no risk of lender foreclosure, potential to invest in Covid-19 resistant investments, an alternative to investing in the stock and bond market that can potentially be more volatile and uncertain, and potential capital appreciation.

If you are high-net-worth investor, register at www.kpi1031.com for a list of real estate investment opportunities that may be a potential fit for you.

*Diversification does not guarantee profits or protect against losses.

About Kay Properties and www.kpi1031.com

Kay Properties is a national Delaware Statutory Trust (DST) investment firm. The www.kpi1031.com platform provides access to the marketplace of typically 20-40 DSTs from over 25 different DST sponsor companies, custom DSTs only available to Kay clients and a DST secondary market. Kay Properties team members collectively have over 400 years of real estate experience, are licensed in all 50 states, and have participated in over 30 Billion of DST 1031 investments.

Diversification does not guarantee profits or protect against losses. All real estate investments provide no guarantees for cash flow, distributions or appreciation as well as could result in a full loss of invested principal. Please read the entire Private Placement Memorandum (PPM) prior to making an investment. This case study may not be representative of the outcome of past or future offerings. Please speak with your attorney and CPA before considering an investment.

There is a risk of loss of the entire investment principal. Past performance is not a guarantee of future results. Potential distributions, potential returns and potential appreciation are not guaranteed. For an investor to qualify for any type of investment, there are both financial requirements and suitability requirements that must match specific objectives, goals, and risk tolerances. Securities offered through FNEX Capital, member FINRASIPC.